Salesforce Certified Advanced Administrator Exam: Order of Automation Features Trigger on Record Save
Question
SIMULATION - List the order in which automation features trigger when a user saves a record.
Explanations
See the solution below.
System Validation Rules - 2
AllApex BEFORE Triggers 3
Custom Validation Rules 4
All Apex AFTER triggers 5
Assignment Rules (leads/cases) 6
Auto-Response (leads/cases) 7
Workflow Rules 8
Escalation Rules (cases) 9
Post-commit logic (Parent Roll-up Summary fields triggers all of the above on the parent object)
When a user saves a record in Salesforce, the automation features can trigger in a specific order, which is as follows:
Validation Rules: Validation rules are the first automation feature to trigger when a user saves a record. Validation rules are used to ensure that the data entered by the user meets specific criteria. If the data does not meet the criteria, the user will receive an error message and will not be able to save the record until the errors are fixed.
Assignment Rules: The second automation feature to trigger is the assignment rules. Assignment rules are used to automatically assign records to users or queues based on specific criteria. For example, a lead may be assigned to a specific sales rep based on the lead's location or industry.
Auto-Response Rules: The third automation feature to trigger is the auto-response rules. Auto-response rules are used to automatically send an email to the user or lead when a record is created or updated. For example, a customer may receive an auto-response email when they submit a support request.
Workflow Rules: The fourth automation feature to trigger is the workflow rules. Workflow rules are used to automate standard internal procedures and processes to save time across the team. Workflow rules can send email alerts, update fields, and create tasks based on specific criteria.
Processes: Processes are the fifth automation feature to trigger. Processes allow you to automate complex business processes using point-and-click tools. Processes can create records, update fields, and send email alerts.
Approval Processes: The last automation feature to trigger is the approval processes. Approval processes are used to automate the approval of records, such as opportunity or contract approvals. When a record is submitted for approval, the approval process can automatically send email alerts, update fields, and create tasks.
It is important to note that the order in which automation features trigger can be customized using the Process Automation Settings. These settings can be accessed from Setup by navigating to Process Automation | Process Automation Settings.
